Seasonal Tax Associate — Client-Focused & In-Person

H&R Block, Inc.; Marlborough (MA); On-site; USD 23,000 - 29,000; Part time

Benefits offered by this job

Medical and prescription drug coverage

401(k) plan

Employee Assistance Program (virtual)

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is hiring a Seasonal Tax Associate in Massachusetts. You’ll meet with clients, gather tax information, and prepare returns with training from experienced teammates.

The role emphasizes clear explanations, identifying savings opportunities, and strong client relationships in a collaborative office environment. No prior tax experience is required, with an emphasis on learning and using AI-based tools.

Qualifications

• High school diploma or GED required.
• Experience in customer service environment.
• Strong communication and problem-solving skills.
• Comfort with digital tools including AI-based systems.
• Enrollment in or completion of HR Block income tax course preferred.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Analyze client information and address questions with available resources.
• Build relationships and support office priorities through teamwork.

Skills

Customer service

Clear communication

Problem solving

Digital tools (AI Copilot/ChatGPT)

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate in Massachusetts. You’ll meet with clients, gather tax information, and prepare returns with training from experienced teammates.

The role emphasizes clear explanations, identifying savings opportunities, and strong client relationships in a collaborative office environment. No prior tax experience is required, with an emphasis on learning and using AI-based tools.